Make it easier to pick up where prospecting left off
A scheduled lead review can help you resume a research session without retracing every browser step. Have Notis bring the relevant Instantly leads into view.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Leads
Tool to list leads. Use when you need to retrieve leads with optional filters like search, status filters, and pagination.
Why this helps
After switching tasks, it can be difficult to remember which researched prospects are already in the outreach system.
- Create a regular point to review recently sourced leads.
- Reduce time spent reconstructing where a research session ended.
- Find records that need a clear next step.
Setup
Build it in a few focused steps.
- 1Connect Skyvern and Instantly to Notis once in the portal.
- 2Create a recurring automation in the portal or ask Notis to prepare a lead review.
- 3Use one plain-language prompt to identify the Instantly leads from recent Skyvern prospecting and request their details.
- 4Pick a recurring schedule and a channel for run reports.
- 5Run once and confirm the returned lead records match a real recent research batch.
Questions about this workflow
Can the review focus on recent leads?
Describe what recent means for your process and how Skyvern-sourced leads can be identified in the prompt.
Does this modify lead records?
No. The selected action retrieves leads for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Skyvern to Instantly. A trigger fires from one place; an action lands in another.
Skyvern triggers
Instantly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Email Verification Status
Tool to check status of an email verification job. Use after submitting a verification request to retrieve the current status of a specific email address.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Count Unread Emails
Tool to retrieve the count of unread emails. Use when you need to know how many unread messages are in your inbox before sending new emails.
Create AI Enrichment
Tool to create an AI enrichment job for a campaign or lead list. Use when you need to enrich a resource with AI-driven insights.
Create API Key
Tool to create a new API key. Use when you need to generate credentials for programmatic access to the Instantly API.
Create Campaign
Tool to create a new campaign. Use when you have campaign details ready and want to launch.
Create Inbox Placement Test
Tool to create an inbox placement test. Use when you need to measure deliverability across providers with your prepared email and recipient list.
Create Lead
Tool to create a new lead. Use when you need to add an individual lead to a campaign.
Create Lead List
Tool to create a new lead list. Use when you need to organize leads into a dedicated list before importing them into campaigns.
Connect any two apps with Notis in the middle.
Skyvern and Instantly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Instantly.